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Notis

Review export retention patterns each month

Turn a monthly history check into a short list of exports to keep, investigate, or discuss.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

List Document Exports

Tool to retrieve a paginated list of document exports. use after initiating export jobs to fetch export history.

Why this helps

Export histories accumulate quietly, making it hard to see what is still useful or needs review.

  • Makes retention conversations concrete
  • Surfaces unusual history patterns
  • Reduces manual export browsing

Setup

Build it in a few focused steps.

  • 1Connect 7shifts and Cloudpress to Notis once.
  • 2Create an automation named Monthly export retention review.
  • 3Tell Notis to review the supplied 7shifts context, list Cloudpress document exports, and group retention questions without deleting anything.
  • 4Choose a recurring Notis schedule.
  • 5Pick a report channel and test with one real monthly sample.

Questions about this workflow

Will this delete old exports?

No. It only reports patterns and decisions for a human.

Can I supply retention rules?

Yes. Add your rules to the automation instruction.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link 7shifts to Cloudpress. A trigger fires from one place; an action lands in another.

7shifts triggers

Cloudpress actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Get Account Information

Tool to retrieve authenticated account information. use after authentication to get current account details.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

List Connections

Tool to list all connections with pagination. use when you need to retrieve cloudpress connections page by page with optional filters like kind, type, or sourcereference.

ActionInstant

List Document Exports

Tool to retrieve a paginated list of document exports. use after initiating export jobs to fetch export history.

ActionInstant

List Webhooks

Tool to retrieve a paginated list of webhooks. use when you need an overview of all configured webhooks.

ActionInstant

Connect any two apps with Notis in the middle.

7shifts and Cloudpress, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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